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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,942 | $70,435-51.8% | $96,575-64.9% | $85,856-60.5% |
| Participation rate | 24.5% | 61.8%-37.3pp | 69.8%-45.3pp | 69.3%-44.8pp |
| Annual return | 11.37% | 18.59%-7.2pp | 37.79%-26.4pp | 318.58%-307.2pp |
| Employer contribution / active EE | $251 | $1,413-82.2% | $2,357-89.4% | $2,565-90.2% |
| Participant deferral / active EE | $1,459 | $2,894-49.6% | $3,849-62.1% | $3,952-63.1% |
| Admin fee / account holder | $4,133 | $4,997-17.3% | $6,182-33.1% | $6,261-34.0% |